Creative Financial Designs, Inc.
● SEC registered since 2001CRD 109032SEC# 801-60153Kokomo, IN
Reg. AUM
$2.94B
Employees
170
Accounts
15,029
Location
Kokomo, IN
Creative Financial Designs, Inc. assets under management
Creative Financial Designs, Inc. is an SEC-registered investment adviser based in Kokomo, IN. The firm has been registered since 2001. It reports $2.9 billion in regulatory assets under management and employs 170 people.
Creative Financial Designs, Inc. owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Anthony Owens Control | President, Director | 25-50% | 1997 |
| Brigit R Braun | Director | Under 5% | 2023 |
| Brooke Leigh Rockey Control | Secretary, Director | Under 5% | 2009 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Creative Financial Designs, Inc. manage?
Creative Financial Designs, Inc. reports $2.9 billion in regulatory assets under management on its Form ADV.
How many employees does Creative Financial Designs, Inc. have?
Creative Financial Designs, Inc. reports 170 employees.
Where is Creative Financial Designs, Inc. located?
Creative Financial Designs, Inc. is based in Kokomo, IN and has been SEC-registered since 2001.
Does Creative Financial Designs, Inc. disclose fund performance?
Creative Financial Designs, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2704 S Goyer Rd, Kokomo, IN 46902 |
| Phone | 765-453-9600 |
| Fax | 866-937-7087 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 819864 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.94B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$2.94Bregulatory AUM
Discretionary $2.91BNon-discretionary $27.2M